Job Role - The key areas of responsibilities are as follows:
1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF.
2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
3. Recent client acquisition through referrals from existing clients
4. Deepen the relationship and increase the share of wallet for the AMC.
5. Network with clients to identify avenues for new business opportunities.
6. Maintain highest level of service and delivery to all clients.
7. Maximise client experience by proactively sharing market updates, trends and other information.
8.
Ensure compliance with all regulatory requirements and companys policies & processes at all times.
Knowledge & Essential Skills:
1. Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients.
2. Good knowledge of financial products.
3. Consistently exceed the clients expectations by being dedicated and passionate.
4. Experience Range- 5 years+
5. Excellent communication skills and a strong executive presence
Academics:
MBA Finance (Full Time) or CA or CFA or CFP